| GoalVest Advisory LLC | 134 | $53.5K | 0.02% | +11+8.9% | Added |
| Johnson Financial Group, Inc. | 131 | $52.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 129 | $51.5K | 0.01% | +2+1.6% | Added |
| Financial Avengers, Inc. | 130 | $51.3K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 126 | $50.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 121 | $48.3K | 0.01% | +2+1.7% | Added |
| NBC Securities, Inc. | 121 | $48.0K | 0.00% | +31+34.4% | Added |
| Toth Financial Advisory Corp | 120 | $47.9K | 0.01% | −29−19.5% | Reduced |
| Richardson Financial Services Inc. | 115 | $45.9K | 0.03% | +115 | New |
| Deseret Mutual Benefit Administrators | 113 | $45.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $45.0K | 0.00% | −2−1.7% | Reduced |
| Naples Money Management LLC | 112 | $44.7K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 108 | $43.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $41.2K | 0.01% | −57−34.5% | Reduced |
| Institutional & Family Asset Management, LLC | 102 | $40.7K | 0.01% | −3,602−97.2% | Reduced |
| Maryland Capital Advisors Inc. | 100 | $39.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 96 | $38.0K | 0.00% | +9+10.3% | Added |
| RFP Financial Group LLC | 94 | $37.5K | 0.01% | +14+17.5% | Added |
| Canton Hathaway, LLC | 90 | $36.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $35.9K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 87 | $34.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 86 | $34.3K | 0.03% | +20+30.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $33.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 81 | $33.0K | 0.04% | −320−79.8% | Reduced |
| Pin Oak Investment Advisors Inc | 81 | $32.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 80 | $31.9K | 0.00% | +3+3.9% | Added |
| Sachetta, LLC | 94 | $31.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $29.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 74 | $29.5K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 74 | $29.5K | 0.01% | +74 | New |
| Compass Wealth Management LLC | 72 | $28.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $28.7K | 0.03% | +57+380.0% | Added |
| Tidemark, LLC | 70 | $27.9K | 0.02% | +23+48.9% | Added |
| Raffa Wealth Management, LLC | 70 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $27.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $27.9K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $27.9K | 0.00% | +70 | New |
| Main Street Group, LTD | 69 | $27.3K | 0.01% | +11+19.0% | Added |
| Kelly Financial Services LLC | 67 | $26.7K | 0.01% | +67 | New |
| Baldwin Brothers Inc | 63 | $25.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $25.1K | 0.01% | +42+200.0% | Added |
| Adirondack Trust Co | 62 | $24.7K | 0.01% | +2+3.3% | Added |
| West Oak Capital, LLC | 60 | $24.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 60 | $24.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 60 | $23.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 59 | $23.5K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 57 | $22.7K | 0.00% | +46+418.2% | Added |
| Asset Dedication, LLC | 55 | $22.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 54 | $21.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 54 | $21.5K | 0.02% | +4+8.0% | Added |
| Semmax Financial Advisors Inc. | 55 | $20.9K | 0.01% | +55 | New |
| Atlantic Edge Private Wealth Management, LLC | 52 | $20.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 51 | $20.4K | 0.00% | −9−15.0% | Reduced |
| Key Financial Inc | 51 | $20.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 50 | $20.0K | 0.00% | +50 | New |
| Optimum Investment Advisors | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 50 | $20.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 49 | $19.6K | 0.01% | +49 | New |
| First Pacific Financial | 48 | $19.2K | 0.01% | +2+4.3% | Added |
| Northwest Investment Counselors, LLC | 48 | $19.2K | 0.00% | +48 | New |
| DT Investment Partners, LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 45 | $18.0K | 0.00% | +30+200.0% | Added |
| Redmont Wealth Advisors LLC | 45 | $18.0K | 0.02% | +45 | New |
| Stephenson National Bank & Trust | 44 | $17.6K | 0.01% | +11+33.3% | Added |
| St Germain D J Co Inc | 43 | $17.2K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 40 | $16.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $16.0K | 0.01% | +1+2.6% | Added |
| Laurel Wealth Advisors LLC | 39 | $15.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $14.4K | 0.01% | −42−53.8% | Reduced |
| Ameliora Wealth Management Ltd. | 36 | $14.4K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 34 | $14.0K | 0.00% | −2−5.6% | Reduced |
| McClarren Financial Advisors, Inc. | 33 | $14.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 35 | $14.0K | 0.01% | −90−72.0% | Reduced |
| First Financial Corp | 35 | $14.0K | 0.01% | −108−75.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 34 | $13.6K | 0.00% | +4+13.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 33 | $13.2K | 0.00% | −1−2.9% | Reduced |
| Activest Wealth Management | 30 | $11.8K | 0.01% | +30 | New |
| JDM Financial Group LLC | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $11.2K | 0.00% | −30−51.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 26 | $10.4K | 0.00% | −7−21.2% | Reduced |
| Piscataqua Savings Bank | 26 | $10.4K | 0.01% | +8+44.4% | Added |
| Godsey & Gibb Associates | 25 | $9.98K | 0.00% | +25 | New |
| PSI Advisors, LLC | 25 | $9.98K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 24 | $9.58K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $9.18K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $9.18K | 0.00% | +3+15.0% | Added |
| Frazier Financial Advisors, LLC | 23 | $9.18K | 0.01% | +4+21.1% | Added |
| Core Alternative Capital | 23 | $9.18K | 0.00% | −171−88.1% | Reduced |
| Coston, McIsaac & Partners | 23 | $9.00K | 0.00% | +1+4.5% | Added |
| MB, Levis & Associates, LLC | 21 | $8.38K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 21 | $8.38K | 0.00% | +21 | New |
| Pacific Center for Financial Services | 21 | $8.38K | 0.00% | +21 | New |
| HighMark Wealth Management LLC | 20 | $7.98K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $7.18K | 0.00% | +18 | New |
| Cedar Wealth Management, LLC | 18 | $7.18K | 0.00% | +18 | New |
| Chesapeake Asset Management LLC | 18 | $7.18K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $6.79K | 0.00% | −85−83.3% | Reduced |
| Macroview Investment Management LLC | 17 | $6.79K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $6.79K | 0.00% | +2+13.3% | Added |
